Get started with Prospect Insights Pro

From Fundraising, Prospect insights, you can:

  • Use analytics to make informed decisions about which constituents to cultivate for major giving.

  • Assign qualified prospects to fundraisers for discovery and then to a portfolio when you're ready.

  • Temporarily remove candidates who aren’t ready for major giving to review again at a later time.

Set permissions

From Control Panel, Security, you can specify which users can view and manage major giving prospects.

Under Roles, Fundraiser roles, select add to add a fundraiser role. Under Prospect workflow tasks, select which permissions to grant to the role. Then assign the role to the appropriate users.

Role tasks:

  • Manage prospects — Allows users to manage prospect qualifications, assignments, and dismissals.

  • Research prospects — Allows users to view prospect information, including giving history and wealth attributes.

  • Personal portfolio — Allows users to view prospect information for only the prospects assigned to them. Assign this task to fundraisers.

  • All portfolios — Allows users to view information for all prospects, including which fundraisers are assigned to a prospect. Assign this task to researchers and leadership, such as the director or chief development officer.

Tip: To work with prospects, users must also have security group access to — at a minimum — view constituent and gift information. In the database view, admins can choose whether security groups can access, add, edit, or delete constituent and gift records in Administration, Security. Users may also need permissions for other areas, such as the Fundraising Work Center.

Qualify and assign top prospects

Note: Only fundraisers can be assigned to a prospect. Fundraisers must be set up as Raiser's Edge NXT users and marked as a fundraiser on their constituent record. For more information, see Fundraisers.

Under Top prospects, you can access constituents predicted to give a gift of at least $10,000 in the next 12 months who haven't been qualified for cultivation yet or assigned to a fundraiser. When you select a candidate, you can view details about their projected giving for the next 12 months, their Giving indicators, and Giving behavior to determine their potential for major giving. For more information, see Prospect Giving Indicators and Behaviors.

  • If the candidate meets your requirements for major giving engagement, select Mark as qualified to make them a prospect. You can also assign the new prospect to a fundraiser or do that later.

  • If you’re not ready to qualify the candidate, select Dismiss prospect and choose whether to review them in six or 12 months. Dismissed candidates don't appear in the Top prospects list until it's time to review them again.

    • Tip: Some candidates, such as young people starting their careers, may not be ready for major giving today, but their affinity for your mission and their potential earning capacity could make them an excellent candidate in the future.

Review prospects

To make sure you're focused on the best candidates for major giving, under Needs attention, you can view which prospects may need review.

Note: For fundraisers, the Needs Attention lists include only their assigned prospects. For leadership, the lists include all prospects.

  • Initially qualified prospects — These prospects were marked qualified for major giving, but still need to be assigned to a fundraiser.

  • Assigned prospects with smaller predicted gift values — These prospects are predicted to give a gift less than $10,000 in the next 12 months and are assigned to a fundraiser. You may want to remove these prospects from your Major Gift Officers’ portfolios.

  • Undergiving major giving prospects — These prospects were identified as likely to give a gift of at least $10,000 in the next 12 months and are assigned to a fundraiser but haven't reached their predicted target gift range. Review their assigned actions and opportunities — they may need more outreach.

    • Tip: Use the fundraiser filter to view prospects with smaller predicted gifts within each fundraiser's portfolio.

    Note: Constituents assigned to fundraisers before your organization began using Prospect Insights may fall into the low likelihood list. Review their recent Target gift range, Major giving likelihood, Giving indicators, and Giving behavior to determine their potential for major giving.

  • Major giving prospects assigned to non-active fundraisers — These prospects were identified as likely to give a gift of at least $10,000 in the next 12 months and are assigned only to fundraisers who are deceased or are no longer designated fundraisers.

Note: To access the Needs Attention lists, you must have the Assign permission. To access Your prospects, you must have the View permission. For more information, see Roles, tasks, and permissions.

Manage your Prospect Portfolio

To view information about your assigned prospects, under Related links, select Your prospects. For example, during portfolio reviews, you may want to confirm a prospect's latest giving and wealth data aligns with your plans for cultivation. You can also quickly review their previous and current actions and opportunities as you plan new interactions.

From the list, select a prospect to review. On their page, you can:

  • Review their current Target gift range, Major giving likelihood, Giving indicators, and Giving behavior to determine their potential for major giving. For more information, see Prospect Giving Indicators and Behaviors.

  • Add actions and opportunities.

  • View their assigned fundraisers.

  • Remove them from your portfolio (i.e., unassign yourself).